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Employer firm

Northwestern Mutual Investment Services, LLC CRD 2881

1 advisory clients

Reported services (Item 5G)

  • INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

Current Employers
Northwestern Mutual Investment Services, Llc

720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2026-07-02
  • MO RA
    APPROVED
    Since 2026-07-02

Branch Locations

424 S Woods Mill Rd Ste 300, Chesterfield, MO 63017-3428 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Equitable Advisors Springfield IL 10/2025 02/2026
Na St Louis MO 02/2026 03/2026
University Of Dayton Dayton OH 08/2021 05/2025
Interco St Louis MO 05/2024 08/2024
Ameriprise Financial Chesterfield MO 05/2023 08/2023
Desmet Jesuit High School Saint Louis MO 05/2016 05/2021
David E Beaman Chesterfield MO 04/2026 06/2026
Matthew Ryan Collier Chesterfield MO 04/2026 06/2026
Myron C Henley Chesterfield MO 04/2026 06/2026
Brian A Lavalle Chesterfield MO 04/2026 06/2026
Na St Louis MO 06/2025 10/2025
The Workout Company St Louis MO 06/2020 08/2021
Il Bel Lago St Louis MO 05/2019 08/2019
Northwestern Mutual Investment Services Llc Chesterfield MO 06/2026 Present
Brian Lavalle Chesterfield MO 06/2026 Present
Matthew Collier Chesterfield MO 06/2026 Present
David Beaman Chesterfield MO 06/2026 Present
Myron Henley Chesterfield MO 06/2026 Present
James A Zara Chesterfield MO 08/2026 Present
Kevin Seamus Dooley Chesterfield MO 08/2026 Present
  • 10/2025 → 02/2026
    Equitable Advisors
    Springfield , IL
  • 02/2026 → 03/2026
    Na
    St Louis, MO
  • 08/2021 → 05/2025
    University Of Dayton
    Dayton, OH
  • 05/2024 → 08/2024
    Interco
    St Louis, MO
  • 05/2023 → 08/2023
    Ameriprise Financial
    Chesterfield, MO
  • 05/2016 → 05/2021
    Desmet Jesuit High School
    Saint Louis, MO
  • 04/2026 → 06/2026
    David E Beaman
    Chesterfield, MO
  • 04/2026 → 06/2026
    Matthew Ryan Collier
    Chesterfield, MO
  • 04/2026 → 06/2026
    Myron C Henley
    Chesterfield, MO
  • 04/2026 → 06/2026
    Brian A Lavalle
    Chesterfield, MO
  • 06/2025 → 10/2025
    Na
    St Louis, MO
  • 06/2020 → 08/2021
    The Workout Company
    St Louis, MO
  • 05/2019 → 08/2019
    Il Bel Lago
    St Louis, MO
  • 06/2026 → Present
    Chesterfield, MO
  • 06/2026 → Present
    Brian Lavalle
    Chesterfield, MO
  • 06/2026 → Present
    Matthew Collier
    Chesterfield, MO
  • 06/2026 → Present
    David Beaman
    Chesterfield, MO
  • 06/2026 → Present
    Myron Henley
    Chesterfield, MO
  • 08/2026 → Present
    James A Zara
    Chesterfield, MO
  • 08/2026 → Present
    Kevin Seamus Dooley
    Chesterfield, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-04
  • S66 Uniform Combined State Law Examination
    2025-09-04
Other Names
  • Jacob Walter Capellupo
  • Jake Capellupo
  • Jacob Walter Capellupo
  • Jacob Capellupo

View on SEC IAPD

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